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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1651
Nelson Capital Management
Nelson Capital Management
California
$59.5M -$175K 5 11% Reduced
1652
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$59.5M +$1.44M 7 1.02% Increased
1653
YorkBridge Wealth Partners
YorkBridge Wealth Partners
New York
$59.4M +$2.24M 8 13.32% Increased
1654
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$59.3M -$1.71M 7 7.6% Reduced
1655
Payden & Rygel
Payden & Rygel
California
$59.3M +$2.4M 5 2.74% Increased
1656
DA
Dash Acquisitions
California
$59.2M +$7.98M 5 25.67% Increased
1657
Slow Capital
Slow Capital
California
$59.2M +$613K 11 10.12% Increased
1658
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$59M -$12M 9 9.04% Reduced
1659
SHCM
Shelter Haven Capital Management
New Jersey
$58.9M +$13.2M 1 16.77% Increased
1660
Cornerstone Advisory
Cornerstone Advisory
Maryland
$58.9M -$2.63M 17 8.47% Reduced
1661
CDAM (UK)
CDAM (UK)
United Kingdom
$58.7M -$3.46M 1 7.03% Reduced
1662
Allen Capital Group
Allen Capital Group
Nebraska
$58.6M +$44.8M 6 7.27% Increased
1663
Next Financial Group
Next Financial Group
Texas
$58.2M +$937K 27 3.83% Increased
1664
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$58.2M -$1.26M 15 3.53% Reduced
1665
M
MOTCO
Texas
$58.1M +$7.04M 11 3.59% Increased
1666
GPC
Guardian Point Capital
Virginia
$57.9M $0 1 13.41% Maintained
1667
Auxier Asset Management
Auxier Asset Management
Oregon
$57.9M -$287K 7 8.98% Reduced
1668
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$57.8M -$1.03M 3 4.7% Reduced
1669
Quantinno Capital Management
Quantinno Capital Management
New York
$57.7M +$56.9M 11 10.45% Increased
1670
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$57.7M -$82.2K 6 8.93% Reduced
1671
AXS Investments
AXS Investments
New York
$57.6M +$52.4M 7 13.63% Increased
1672
Tompkins Financial
Tompkins Financial
New York
$57.6M -$1.21M 8 10.22% Reduced
1673
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$57.5M +$57.6M 10 2.1% New
1674
IP
Interval Partners
New York
$57.5M +$44.1M 6 2.46% Increased
1675
Crosslink Capital
Crosslink Capital
California
$57.4M -$9.6M 1 9.07% Reduced